Ifg Advisory, LLC

Ifg Advisory, LLC (CRD# 168012) is a financial advisory firm headquartered in Atlanta, GA. They manage $717,677,987 in 3,848 accounts and serve the financial needs of clients across 22 states (or territories).

By the Numbers
  • Total Assets Under Management
    718
    MILLION
  • Total Number of Accounts
    3,848
    ACCOUNTS
  • Average Account Value
    $186,507
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, CA, CT, FL, GA, IL, LA, MD, MI, MS, NC, NE, NJ, NY, OH, PA, SC, TN, TX, VA, WA, WI

Financial Advisors at Ifg Advisory, LLC
Showing 1 - 10 of 40 top financial advisors.
1
Trenton J. Adams
CRD#: 4829259
200 Ashford Center North, Suite 400, Atlanta, GA 30338
96
Wealthminder
score

Trenton Adams (CRD# 4829259) is an Investment Advisor Representative working at Ifg Advisory, LLC in Atlanta, GA and has over 12 years of experience in the finance industry. Trenton Adams has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Gary S. Alpert
CRD#: 3181282
200 Ashford Center North, Suite 400, Atlanta, GA 30338
96
Wealthminder
score

Gary Alpert (CRD# 3181282) is an Investment Advisor Representative working at Ifg Advisory, LLC in Atlanta, GA and has over 17 years of experience in the finance industry. Gary Alpert has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
John R. Healy
CRD#: 2411627
200 Ashford Center North, Suite 400, Atlanta, GA 30338
96
Wealthminder
score

John Healy (CRD# 2411627) is an Investment Advisor Representative working at Ifg Advisory, LLC in Atlanta, GA and has over 23 years of experience in the finance industry.

4
Jacqueline J. Hewett
CRD#: 2517729
200 Ashford Center North, Suite 400, Atlanta, GA 30338
96
Wealthminder
score

Jacqueline Hewett (CRD# 2517729) is an Investment Advisor Representative working at Ifg Advisory, LLC in Atlanta, GA and has over 22 years of experience in the finance industry. Jacqueline Hewett has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Laura J. Latourette
CRD#: 2538492
81 Crown Mountain Pl. Suite A-500, Dahlonega, GA 30533
96
Wealthminder
score

Laura Latourette (CRD# 2538492) is an Investment Advisor Representative working at Ifg Advisory, LLC in Dahlonega, GA and has over 18 years of experience in the finance industry. Laura Latourette has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Wesley R. Littlejohn
CRD#: 4881248
200 Ashford Center North, Suite 400, Atlanta, GA 30338
96
Wealthminder
score

Wesley Littlejohn (CRD# 4881248) is an Investment Advisor Representative working at Ifg Advisory, LLC in Atlanta, GA and has over 11 years of experience in the finance industry. Wesley Littlejohn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Jason O. Norton
CRD#: 4580560
1077 Baxter Street, Athens, GA 30606
96
Wealthminder
score

Jason Norton (CRD# 4580560) is an Investment Advisor Representative working at Ifg Advisory, LLC in Athens, GA and has over 13 years of experience in the finance industry. Jason Norton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Michael T. Tarrant
CRD#: 2296450
200 Ashford Center North, Suite 400, Atlanta, GA 30338
96
Wealthminder
score

Michael Tarrant (CRD# 2296450) is an Investment Advisor Representative working at Ifg Advisory, LLC in Atlanta, GA and has over 23 years of experience in the finance industry. Michael Tarrant has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Mark C. Cross
CRD#: 1835976
Athens, GA
93
Wealthminder
score

Mark Cross (CRD# 1835976) is an Investment Advisor Representative working at Ifg Advisory, LLC in Athens, GA and has over 28 years of experience in the finance industry.

10
Reagan C. Curl
CRD#: 3067955
11255 Parsons Road, Suite 200, Johns Creek, GA 30097
93
Wealthminder
score

Reagan Curl (CRD# 3067955) is an Investment Advisor Representative working at Ifg Advisory, LLC in Johns Creek, GA and has over 16 years of experience in the finance industry.

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